SS Spdrb B 3-12M T-Bill ETFBILSETF
13F holders, Q4 2025 (December 31)271holders +5
22new positions
26sold out
1famous investor
$99.20avg. 13F price*
At the end of Q4 2025, 271 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, up 5 from Q3 2025. 22 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($356.6M), Cwm, LLC ($204.1M) and Bank of America Corp. ($133.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Spdrb B 3-12M T-Bill ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $54.7M |
| Exits | 26 | $68.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,572,593 shares bought and 1,989,752 shares sold, net +582,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| LPL Financial LLC | 0.10% | Reduce -1.0% | 3,593,920 | $356.6M |
| Cwm, LLC | 0.55% | Reduce -4.4% | 2,057,442 | $204.1M |
| Bank of America Corp. | 0.01% | Reduce -5.7% | 1,348,107 | $133.8M |
| Ameriprise Financial Inc. | 0.02% | Add +0.0% | 1,038,284 | $103.0M |
| Miller Investment Management, LP | 9.78% | Reduce -14.9% | 1,009,090 | $100.1M |
| Wells Fargo & Company | 0.01% | Add +3.3% | 639,059 | $63.4M |
| Osaic Holdings, Inc. | 0.09% | Add +14.2% | 609,454 | $60.5M |
| Sargent Investment Group, LLC | 6.94% | Add +6.6% | 557,760 | $55.3M |
| Bell Bank | 2.32% | Add +8.8% | 547,342 | $54.3M |
| Commonwealth Equity Services, LLC | 0.07% | Add +29.1% | 527,433 | $52.3M |
| Pecaut & Co. | 14.77% | Add +6.7% | 461,402 | $45.8M |
| Raymond James Financial Inc. | 0.01% | Add +79.6% | 442,414 | $43.9M |
| UBS Group AG | 0.01% | Add +1.7% | 435,532 | $43.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.0% | 414,588 | $41.1M |
| Ashton Thomas Private Wealth, LLC | 0.94% | Add +7.4% | 389,925 | $38.7M |
| Royal Bank of Canada | 0.01% | Reduce -28.1% | 354,068 | $35.1M |
| Morgan Stanley | 0.00% | Add +14.6% | 325,251 | $32.3M |
| One Day In July LLC | 2.64% | Reduce -1.7% | 324,226 | $32.2M |
| AQR Capital Management | 0.02% | Add +5.3% | 323,831 | $32.1M |
| Focus Partners Wealth | 0.04% | Add +1344.1% | 312,640 | $31.0M |
| Cetera Investment Advisers | 0.03% | Reduce -28.0% | 303,720 | $30.1M |
| SoundView Advisors Inc. | 9.56% | New | 276,135 | $27.4M |
| MML Investors Services, LLC | 0.07% | Add +18.7% | 273,371 | $27.1M |
| Truist Financial Corp. | 0.04% | Add +4.4% | 271,019 | $26.9M |
| Peak Asset Management, LLC | 3.49% | Reduce 0.0% | 206,703 | $20.5M |
| CWA Asset Management Group, LLC | 0.71% | Reduce -7.5% | 197,101 | $19.6M |
| AlphaCore Capital LLC | 0.42% | Add +161.3% | 188,637 | $18.7M |
| Running Point Capital Advisors, LLC | 5.08% | Reduce -14.1% | 187,920 | $18.6M |
| HighTower Advisors, LLC | 0.02% | Add +7.9% | 177,266 | $17.6M |
| Asset One Wealth Management LLC | 2.18% | — | 160,528 | $15.9M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -27.1% | 159,465 | $15.8M |
| Birchcreek Wealth Management, LLC | 7.66% | Add +17.4% | 157,209 | $15.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +14.0% | 155,040 | $15.4M |
| HighPoint Advisor Group LLC | 0.34% | New | 153,759 | $15.3M |
| DBK Financial Counsel, LLC | 11.64% | Add +36.0% | 152,749 | $15.2M |
| Horizon Family Wealth, Inc. | 7.71% | Add +17.5% | 145,926 | $14.5M |
| Promethium Advisors,llc | 7.54% | Add +51.2% | 140,925 | $14.0M |
| NDWM LLC | 9.18% | Reduce -2.4% | 139,858 | $13.9M |
| Equitable Holdings, Inc. | 0.09% | Add +18.6% | 139,765 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.5% | 137,653 | $13.7M |
| Pacific Sage Partners, LLC | 2.11% | Add +24.0% | 134,156 | $13.3M |
| MOKAN Wealth Management Inc. | 5.72% | Add +12.0% | 129,891 | $12.9M |
| Treasure Coast Financial Planning | 6.78% | Add +5.5% | 128,639 | $12.8M |
| Castlekeep Investment Advisors LLC | 5.52% | Add +2.0% | 122,967 | $12.2M |
| Delos Wealth Advisors, LLC | 7.85% | Reduce -0.3% | 119,781 | $11.9M |
| Partners Capital Investment Group, LLP | 0.44% | Reduce -26.5% | 118,527 | $11.8M |
| Cerity Partners LLC | 0.02% | Reduce -32.6% | 112,048 | $11.1M |
| Proficio Capital Partners LLC | 0.76% | Add +50.9% | 108,585 | $10.8M |
| Austin Wealth Management, LLC | 1.55% | Reduce -8.0% | 105,788 | $10.5M |
| Long Run Wealth Advisors, LLC | 1.96% | Reduce -11.3% | 105,026 | $10.4M |
| Kera Capital Partners, Inc. | 1.21% | Add +23.1% | 98,306 | $9.8M |
| Anson Capital, Inc. | 7.08% | Reduce -2.1% | 98,119 | $9.7M |
| NewEdge Advisors, LLC | 0.03% | Add +2.8% | 92,425 | $9.2M |
| Calton & Associates, Inc. | 1.32% | Add +9.7% | 90,461 | $9.0M |
| Entrewealth, LLC | 3.89% | Reduce -4.3% | 86,880 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +27.8% | 85,463 | $8.5M |
| Hibernia Wealth Partners, LLC | 2.43% | Add +104.0% | 81,436 | $8.1M |
| Valmark Advisers, Inc. | 0.10% | Add +2.1% | 79,228 | $7.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +172.3% | 77,715 | $7.7M |
| Choate Investment Advisors | 0.15% | Reduce -13.0% | 77,530 | $7.7M |
| Procyon Advisors, LLC | 0.38% | Reduce -3.7% | 77,287 | $7.7M |
| O'ROURKE & COMPANY, Inc | 2.98% | Add +91.5% | 77,135 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -43.8% | 76,698 | $7.6M |
| Fortis Group Advisors, LLC | 1.11% | Reduce -38.0% | 66,451 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +28.5% | 65,269 | $6.5M |
| Total Clarity Wealth Management, Inc. | 1.55% | Add +39.0% | 64,529 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +73.4% | 63,272 | $6.3M |
| Retirement Capital Strategies | 2.32% | Add +9.8% | 63,105 | $6.3M |
| Ameritas Advisory Services, LLC | 0.23% | Add +32.1% | 62,559 | $6.2M |
| Altiora Financial Group, LLC | 1.06% | Reduce -32.7% | 62,165 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +40.6% | 62,018 | $6.2M |
| Stephens Inc. | 0.08% | Add +86.6% | 61,860 | $6.1M |
| Quadrant Capital Group LLC | 0.18% | Add +9.5% | 59,893 | $5.9M |
| Wedbush Securities Inc. | 0.17% | Add +75.7% | 58,181 | $5.8M |
| Advisory Services Network, LLC | 0.08% | Add +18.9% | 56,025 | $5.6M |
| Prosperity Consulting Group, LLC | 0.25% | Add +16.0% | 55,139 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 54,987 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.7% | 54,820 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +2.1% | 54,533 | $5.4M |
| Independent Financial Group, LLC | 0.12% | Reduce -2.7% | 53,381 | $5.3M |
| Carr Financial Group Corp | 1.34% | Add +105.6% | 50,828 | $5.0M |
| Portland Global Advisors LLC | 0.53% | Add +26.1% | 49,836 | $4.9M |
| Tidal Investments LLC | 0.02% | Add +86.7% | 47,116 | $4.7M |
| Waldron Private Wealth LLC | 0.18% | Reduce -8.3% | 45,719 | $4.5M |
| Capstone Wealth Management Group LLC | 2.73% | Add +8.1% | 45,451 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -15.1% | 45,304 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -26.2% | 45,148 | $4.5M |
| HM Payson & Co. | 0.06% | Reduce -8.1% | 43,983 | $4.4M |
| Pine Valley Investments Ltd Liability Co | 0.21% | Add +36.5% | 43,272 | $4.3M |
| Carrera Capital Advisors | 0.71% | Reduce -9.5% | 42,853 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.4% | 42,833 | $4.2M |
| WealthTrust Asset Management, LLC | 2.94% | Add +73.1% | 42,380 | $4.2M |
| Beacon Capital Management, Inc. | 0.22% | Reduce -7.3% | 41,895 | $4.2M |
| Onyx Bridge Wealth Group LLC | 0.44% | Reduce -0.2% | 41,804 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.9% | 41,332 | $4.1M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +22.2% | 38,803 | $3.9M |
| Hershey Financial Advisers, LLC | 2.90% | Reduce -24.6% | 34,564 | $3.4M |
| OakTrust Wealth Advisors, LLC | 3.11% | — | 33,986 | $3.4M |
| Western Wealth Management, LLC | 0.15% | Add +48.9% | 33,505 | $3.3M |
| Dakota Wealth Management | 0.06% | Add +24.7% | 32,100 | $3.2M |
| New Wave Wealth Advisors LLC | 1.16% | Add +97.5% | 31,998 | $3.2M |
| Ieq Capital, LLC | 0.01% | Add +27.0% | 31,908 | $3.2M |
| Essex Financial Services, Inc. | 0.17% | Add +4.6% | 30,544 | $3.0M |
| Caitlin John, LLC | 1.97% | Reduce -36.0% | 30,395 | $3.0M |
| Citigroup Inc. | 0.00% | Add +35.7% | 29,678 | $2.9M |
| Advisor Resource Council | 1.03% | New | 29,100 | $2.9M |
| Gradient Capital Advisors, LLC | 0.74% | Reduce -7.5% | 28,807 | $2.9M |
| Kohmann Bosshard Financial Services, LLC | 0.26% | Add +170.0% | 28,225 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.3% | 28,191 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +685.8% | 26,897 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 26,850 | $2.7M |
| Brookstone Capital Management | 0.03% | Reduce -48.1% | 25,968 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.1% | 25,917 | $2.6M |
| Csenge Advisory Group | 0.12% | Add +255.3% | 25,809 | $2.6M |
| Weaver Capital Management LLC | 0.53% | Add +213.8% | 25,309 | $2.5M |
| Acorn Financial Advisory Services Inc. | 0.35% | Reduce -40.6% | 24,008 | $2.4M |
| Traub Capital Management LLC | 2.29% | Add +3.0% | 23,961 | $2.4M |
| Cary Street Partners Financial LLC | 0.06% | Add +855.8% | 23,895 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.0% | 22,533 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +17.8% | 22,081 | $2.2M |
| Victory Financial Group, LLC | 0.27% | Reduce -8.8% | 21,972 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -17.1% | 21,601 | $2.1M |
| Patten Group, Inc. | 0.39% | Add +83.7% | 21,413 | $2.1M |
| Sheets Smith Wealth Management | 0.23% | Add +26.0% | 20,838 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.0% | 20,170 | $2.0M |
| TFR Capital, LLC. | 0.64% | Reduce -13.2% | 19,500 | $1.9M |
| Centaurus Financial, Inc. | 0.09% | Reduce -2.2% | 19,374 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +1.0% | 19,188 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +0.4% | 19,074 | $1.9M |
| Retirement Planning Group, LLC | 0.06% | Reduce -2.7% | 18,852 | $1.9M |
| Iams Wealth Management, LLC | 0.67% | Reduce -48.4% | 18,709 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.0% | 18,006 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.06% | No change | 17,738 | $1.8M |
| Money Concepts Capital Corp. | 0.10% | Add +38.3% | 17,500 | $1.7M |
| One Capital Management, LLC | 0.05% | No change | 16,494 | $1.6M |
| Pacific Point Advisors, LLC | 0.85% | Add +5.4% | 16,089 | $1.6M |
| Values First Advisors, Inc. | 0.81% | Add +11.9% | 15,734 | $1.6M |
| Bright Futures Wealth Management, LLC. | 1.16% | Add +15.3% | 15,596 | $1.5M |
| Franklin Resources Inc. | 0.00% | New | 14,882 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -34.7% | 14,834 | $1.5M |
| Parsons Capital Management Inc. | 0.08% | Add +0.9% | 14,744 | $1.5M |
| Beacon Financial Group | 0.14% | Add +49.0% | 13,990 | $1.4M |
| Tableaux LLC | 0.97% | New | 12,859 | $1.4M |
| Collier Financial | 0.98% | Add +6.4% | 13,098 | $1.3M |
| Sykon Capital LLC | 0.41% | Add +30.1% | 12,938 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -4.0% | 12,890 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -5.5% | 12,812 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Add +7.9% | 12,342 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -22.5% | 12,319 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -31.1% | 12,297 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.63% | Reduce -4.0% | 11,776 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +5.0% | 11,549 | $1.1M |
| Magnolia Private Wealth, LLC | 0.79% | Reduce -40.9% | 11,421 | $1.1M |
| &partners | 0.01% | Reduce -5.8% | 11,188 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Reduce -63.6% | 10,994 | $1.1M |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -8.2% | 10,920 | $1.1M |
| Parkway Wealth Management Group, LLC | 0.14% | — | 10,789 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -16.9% | 10,497 | $1.0M |
| Keystone Financial Group | 0.08% | Add +5.3% | 10,196 | $1.0M |
| CoreCap Advisors, LLC | 0.04% | Reduce -5.2% | 10,116 | $1.0M |
| DGS Capital Management, LLC | 0.17% | Add +2.9% | 9,982 | $990K |
| Premier Private Wealth Management LLC | 1.01% | — | 9,851 | $977K |
| MAI Capital Management | 0.01% | Reduce -3.5% | 9,733 | $966K |
| RiverTree Advisors, LLC | 0.61% | Reduce -9.7% | 9,668 | $959K |
| Lynx Investment Advisory | 0.52% | Add +1.4% | 9,658 | $958K |
| Phil A. Younker & Associates, Ltd. | 0.65% | No change | 9,345 | $927K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +3.8% | 9,249 | $917K |
| SteelPeak Wealth, LLC | 0.03% | New | 9,110 | $904K |
| Silverlake Wealth Management LLC | 0.20% | Add +112.7% | 9,051 | $898K |
| Vertex Planning Partners, LLC | 0.21% | Add +2.2% | 8,947 | $888K |
| Sightline Wealth Advisors, LLC | 0.38% | Add +0.7% | 8,894 | $882K |
| Nemes Rush Group LLC | 0.08% | Add +16.3% | 8,772 | $870K |
| GK Wealth Management LLC | 0.63% | Reduce -15.3% | 8,671 | $860K |
| MCF Advisors LLC | 0.05% | Reduce -24.4% | 8,651 | $858K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -5.2% | 8,594 | $853K |
| Studio Investment Management LLC | 0.16% | Add +20.7% | 8,592 | $852K |
| TCFG Wealth Management, LLC | 0.33% | Reduce -2.0% | 8,580 | $851K |
| Xxi Wealth, LLC | 0.50% | — | 8,253 | $819K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -8.3% | 7,961 | $790K |
| KPP Advisory Services LLC | 0.11% | Reduce -1.6% | 7,839 | $778K |
| Opulen Financial Group LLC | 0.55% | Add +3.8% | 7,676 | $762K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -14.0% | 7,615 | $756K |
| Transcendent Capital Group LLC | 0.34% | Add +0.3% | 7,598 | $754K |
| GTS Securities LLC | 0.03% | Add +74.3% | 7,410 | $735K |
| Simplicity Wealth,LLC | 0.04% | Add +160.2% | 7,409 | $735K |
| HRT Financial LP | 0.00% | New | 7,192 | $713K |
| Kovack Advisors, Inc. | 0.03% | New | 6,865 | $681K |
| Sound Financial Strategies Group, LLC | 0.45% | Reduce -3.4% | 6,461 | $641K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.9% | 6,406 | $636K |
| Marex Group Ltd | 0.01% | New | 6,264 | $622K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -28.8% | 5,903 | $586K |
| Outbound Financial Inc | 0.44% | No change | 5,714 | $567K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.2% | 5,490 | $545K |
| Manchester Capital Management LLC | 0.07% | New | 5,331 | $529K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.3% | 5,291 | $525K |
| IFP Advisors, Inc | 0.01% | Reduce -72.5% | 5,286 | $524K |
| Betterment LLC | 0.00% | Add +4.8% | 5,252 | $521K |
| Darden Wealth Group Inc | 0.25% | No change | 5,209 | $517K |
| Laurel Oak Wealth Management, LLC | 0.09% | — | 5,185 | $514K |
| Guidance Capital, Inc. | 0.13% | New | 5,156 | $513K |
| Wealth Advisors of Iowa, LLC | 0.17% | Add +103.0% | 5,067 | $503K |
| Gibbs Wealth Management | 0.12% | Reduce -19.0% | 4,928 | $489K |
| RFG Advisory, LLC | 0.01% | Add +9.4% | 4,872 | $483K |
| JT Stratford LLC | 0.06% | Add +1.0% | 4,630 | $459K |
| Convergence Financial, LLC | 0.06% | Reduce -8.2% | 4,467 | $443K |
| Insight 2811, Inc. | 0.19% | No change | 4,395 | $436K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 4,259 | $423K |
| PFG Investments, LLC | 0.02% | Reduce -2.7% | 4,106 | $407K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Add +14.4% | 4,070 | $404K |
| Hilltop Holdings Inc. | 0.02% | New | 3,875 | $384K |
| Advance Capital Management, Inc. | 0.02% | Reduce -3.4% | 3,870 | $384K |
| Stokes Family Office, LLC | 0.03% | Reduce -33.0% | 3,850 | $382K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -64.7% | 3,704 | $368K |
| Creative Planning | 0.00% | New | 3,516 | $349K |
| Councilor Wealth, LLC | 0.16% | Reduce -3.0% | 3,478 | $345K |
| CacheTech Inc. | 0.06% | Reduce -33.2% | 3,437 | $341K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -13.0% | 3,314 | $329K |
| Quantinno Capital Management LP | 0.00% | New | 3,299 | $327K |
| Cornerstone Planning, LLC | 0.07% | — | 3,289 | $322K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -22.6% | 3,221 | $320K |
| Stapp Wealth Management, PLLC | 0.41% | No change | 3,180 | $316K |
| StoneX Group Inc. | 0.01% | Reduce -1.6% | 3,175 | $315K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,130 | $311K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,122 | $310K |
| First Financial Bankshares Inc | 0.01% | New | 3,000 | $298K |
| Kings Path Partners LLC | 0.10% | Reduce -8.5% | 2,977 | $295K |
| Embree Financial Group | 0.04% | Reduce -37.4% | 2,899 | $288K |
| Claro Advisors Inc. | 0.04% | New | 2,864 | $284K |
| Granite Islands Private Wealth, LLC | 0.26% | — | 2,824 | $280K |
| Ridgeline Wealth Planning, LLC | 0.19% | Reduce -1.6% | 2,734 | $271K |
| Ogorek Anthony Joseph /NY/ | 0.07% | No change | 2,715 | $269K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.6% | 2,700 | $268K |
| Summit Financial, LLC | 0.00% | Reduce -18.5% | 2,560 | $254K |
| Destination Wealth Management | 0.01% | No change | 2,547 | $253K |
| Hofer & Associates. Inc | 0.13% | No change | 2,534 | $251K |
| Private Trust Co. NA | 0.02% | Reduce -5.6% | 2,529 | $251K |
| Invst, LLC | 0.03% | Add +1.0% | 2,491 | $247K |
| Portside Wealth Group, LLC | 0.03% | Reduce -22.1% | 2,394 | $238K |
| Northwest Capital Management Inc | 1.00% | No change | 2,325 | $231K |
| Summit Investment Advisory Services, LLC | 0.08% | No change | 2,266 | $225K |
| Strategic Blueprint, LLC | 0.01% | New | 2,176 | $216K |
| Camelot Portfolios, LLC | 0.13% | No change | 2,169 | $215K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.4% | 2,040 | $202K |
| Etesian Wealth Advisors, Inc. | 0.06% | Add +0.7% | 2,039 | $202K |
| Revisor Wealth Management LLC | 0.05% | New | 2,018 | $201K |
| Turning Point Benefit Group, Inc. | 0.08% | Reduce -81.7% | 1,636 | $162K |
| St Germain D J Co. Inc. | 0.01% | Add +21.4% | 1,629 | $162K |
| GAMMA Investing LLC | 0.01% | Add +1.7% | 1,409 | $140K |
| AE Wealth Management LLC | 0.00% | Reduce -10.9% | 1,360 | $135K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 1,180 | $117K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,100 | $109K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,008 | $100K |
| Highline Wealth Partners LLC | 0.02% | Add +0.3% | 870 | $86K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.7% | 593 | $59K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +1.4% | 562 | $56K |
| Colonial Trust Co / SC | 0.01% | Add +2.8% | 438 | $43K |
| Tidemark, LLC | 0.01% | Reduce -63.9% | 366 | $36K |
| Meramec Financial Planners, LLC | 0.01% | — | 300 | $30K |
| Pflug Koory, LLC | 0.01% | Add +1.1% | 267 | $27K |
| Wellington-Altus USA Inc. | 0.02% | — | 267 | $26K |
| Fifth Third Bancorp | 0.00% | No change | 252 | $25K |
| Clean Yield Group | 0.01% | No change | 250 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -11.9% | 199 | $20K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 100 | $10K |
| Align Financial, LLC | 0.00% | — | 6,549 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 66 | $7K |
| SouthState Bank Corp | 0.00% | New | 63 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 36 | $4K |
| Twin Lakes Capital Management, LLC | 0.00% | New | 25 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $992 |
| Luminist Capital LLC | 0.00% | Reduce -99.6% | 2 | $202 |
"% of holder's portfolio" is BILS's weight in each manager's 13F, not the share of SS Spdrb B 3-12M T-Bill ETF the manager owns.